Hi, QQ. I have a custom record which holds equipment info for loans and the user would like to attach the PO number to the record. I can't seem to find a way to create a custom field against the record which lets the user select a PO number from the system. Any suggestions?

Make a new field on the custom record Type = List/Record List = Transaction If you want in the filters section you can set a filter of Type = Purchase Order then only purchase orders can be selected in the list

Oh wow I feel dumb, I was looking for Purchase Order not Transaction. Thank you!

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